Unclaimed
Zachary Spieth is a registered representative with J.P. Morgan Securities LLC. Zachary has been in the industry since October 2023. Zachary is licensed to offer a range of financial products and services, including securities. Zachary is registered in the state of New York and is located in the New York City area.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
10/24/2023 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 10/23/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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